About the CFA Institute Research Challenge
The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with their peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.
The Research Challenge gathers students, investment industry professionals, publicly traded companies and corporate sponsors together locally, regionally and globally for a real-world competition. Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.
CFA Society Perth is proud to host the local level of the CFA Institute Research Challenge.
Key Dates
| 14 August 2019 | Competition kick-off briefing Venue: Curtain Old Boys School (Perth CBD) Time: 6:00pm – 9:00pm |
| 30 August 2019 | Team registrations due |
| 5 September 2019 | Venue: ECU Joondalup Company briefing: 1pm – 2:30pm Analyst briefing: 2:30pm – 3:30pm |
| 7 October 2019 | First draft due to Mentors |
| 14 October 2019 | Written report due |
| 17 October 2019 | Semi-Final Presentation held in the evening Location and time TBC |
| 22 October 2019 | Local Final Presentation Venue: UWA Time: 7pm -10pm |
| 18 March 2020 | APAC final in Seoul, South Korea |
| 22 April 2020 | Global Final in New York City, USA |
Resources
Overview of changes to the rules 2019/2020
Past Research Challenge winning reports and presentations
Watch the Global Finals from 2018/19
Watch a student experience video from the three 2014 Global Finalists or the 2016 Wrap Up Video.
CFA Research Challenge Perth Society Kick-Off Presentation
Honour Roll
| Year | Winning Team | ||
|---|---|---|---|
| 2018/19 |
University of Western Australia Team: Maxim De Bosscher, Reagan d’Souza, Rachel Hobbs and Tapiwa Mangwana Mentor: Andrew Foster Faculty Advisor: Dr Jing Yu |
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| 2017/18 | University of Western Australia Team: Antoine Nguyen, Michael Assmann, Darren Gan, Erin Oliver, Andre Chinnery Mentor: Ian Chu Faculty Advisor: Professor Raymond da Silva Rosa |
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| 2016/17 | Curtin University Team: Alexander Williams, Levi Lin-Sullivan, Anthony Nguyen, Sam Jackman, Daniel Blackwell Mentor: Andrew Foster Faculty Advisor: Dr Mostafa Hasan |
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| 2015/16 | Curtin University Team: James O’Donnell, Damien Gullone, Terence Meere, Kristina Blazeski and Jake Gorman Mentor: Andrew Foster Faculty Advisor: Dr Lee Smales |
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| 2014/15 | University of Western Australia Team: Mathew Bunny, Joseph Mikhail, Zarjnt Spire, Henry Ryan and Brandon Haywood Mentor: Robert Huth, CFA Faculty Advisor: Professor Raymond da Silva Rosa |
Participating Universities